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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,070 | $77,817+82.6% | $123,553+15.0% | $64,173+121.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.90% | 12.49%-15.4pp | 119.21%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $5,435 | $3,014+80.3% | $4,628+17.4% | $2,381+128.3% |
| Participant deferral / active EE | $5,659 | $5,240+8.0% | $6,426-11.9% | $3,470+63.1% |
| Admin fee / account holder | $1,286 | $5,519-76.7% | $9,284-86.1% | $4,887-73.7% |